See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,168 | $202,318-16.9% | $172,739-2.6% | $152,861+10.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.98% | 1029.65%-1021.7pp | 802.84%-794.9pp | 345.32%-337.3pp |
| Employer contribution / active EE | $2,342 | $5,856-60.0% | $5,143-54.5% | $4,762-50.8% |
| Participant deferral / active EE | $4,072 | $5,948-31.5% | $5,198-21.6% | $5,850-30.4% |
| Admin fee / account holder | $7,191 | $17,109-58.0% | $13,954-48.5% | $11,596-38.0% |